Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Patricia L. Ramirez! Patricia joins us from Concord, CA.
Patricia Ramirez is President and Senior Wealth Manager of Ramirez Wealth Management Inc. With 34 years of experience in the financial industry, she specializes in helping successful women, families, and business owners create personalized financial strategies tailored to their unique goals. She is particularly passionate about assisting the unplanned single—those who find themselves navigating financial independence due to divorce or the loss of a spouse—ensuring they have the confidence and tools to thrive financially.
She holds the Accredited Asset Management Specialist designation from the College for Financial Planning® and is a Certified Divorce Financial Analyst®, giving her specialized expertise in navigating the financial complexities of divorce and wealth management.
Beyond her professional achievements, Patricia is deeply committed to community service. She serves on the Board of Directors for the Rotary Club of Concord-Diablo. Her dedication to giving back aligns with her mission to help others achieve financial independence and stability.
Patricia lives with her husband and their beloved dog, Rory. Additionally, they have a son who resides in Miami Beach. Outside of the office, Patricia enjoys hiking, attending music concerts and plays, traveling, and savoring fine food and wine with family and friends.
“I decided to join Vanderbilt because they gave me options, they listened to my concerns and feedback, and they care.” – Patricia L. Ramirez
“Patricia’s dedication to her clients, as well as her community, embodies the GRITT culture, making her a perfect fit for Vanderbilt.” – Joe Trifiletti, President
